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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,509 | $95,406-74.3% | $185,849-86.8% | $85,847-71.4% |
| Participation rate | 68.6% | 68.8%-0.1pp | 81.7%-13.1pp | 69.3%-0.7pp |
| Annual return | 30.05% | 23.59%+6.5pp | 122.10%-92.1pp | 318.61%-288.6pp |
| Employer contribution / active EE | $1,104 | $3,314-66.7% | $5,169-78.6% | $2,565-57.0% |
| Participant deferral / active EE | $1,493 | $3,424-56.4% | $5,569-73.2% | $3,952-62.2% |
| Admin fee / account holder | $1,792 | $7,214-75.2% | $16,244-89.0% | $6,261-71.4% |